Henssler Financial Experts Earn Exit Planning Designation

MARCH 2019. KENNESAW, Ga.— Henssler Financial is proud to announce that Managing Associate K.C. Smith, CFP®, and Research Analyst Nick Antonucci, CVA, have earned the Certified Exit Planning Advisor (CEPA) designation after completing The Exit Planning Institute’s intensive four-day executive MBA-style program. Smith and Antonucci join an elite group of business advisers who have received this designation and are a part of the Exit Planning Institute’s international community of CEPAs.

Key Financial Ratios for Small-Business Owners

Financial ratios are used to measure a business’s condition and performance. They can help you evaluate your organization’s financial status and rate of success. They are also used by those evaluating your business for potential investment or lending opportunities. Generally speaking, there are four categories of financial ratios: liquidity, profitability, activity, and leverage. Your balance…

Seniors Who No Longer Itemize May Benefit from Using QCDs

In today’s Marietta Daily Journal, Bil Lako, CFP® explains how a qualified charitable distribution can provide a significant savings over giving to charity after tax, as charitable deductions are “below the line” deductions. Read the Article This article is for demonstrative and academic purposes and is meant to provide valuable background information on particular investments, NOT a…